Clientish Documents
Step-by-step guides for every module, from your first workspace to proposals, billing, support and automation.
Task Alerts and Permissions
Who is told about tasks, due-date alerts, and the task and to-do permissions.
Who is told about tasks, how due-date alerts work, and which permissions control tasks and to-dos.
Overview
Order tasks and to-dos have separate permissions; one doesn’t unlock the other.
Who Can Access
Agency Admin
Notifications
Due Date Alerts
Turn on Due date alerts in Settings and choose Remind before (1–14 days). Every morning, the people assigned to a task get a notification and an email before it is due and once on the day after it is missed. If nobody is assigned, you get it.
Permissions
- Manage Order Tasks lets a member add, edit, delete and tick order tasks.
- The To-Do & items group controls Todo Lists:
Anyone assigned to a to-do item can always tick it.
Frequently Asked Questions
Do to-do permissions unlock order tasks?⌄
No. They are separate.